Products
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Tax Planning - Medicare Surtax & Social Security Income Reduction (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Exploring Client Advisory Services - Depreciation (QAS)
Course2.0 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning) • 1.5 IRS Credits (Federal Taxation)
$69
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Estate Planning - A Primer on Gifting (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Estate Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning - Simple but Effective Individual Tax Planning Strategies (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Quarterly Tax Updates
Quarterly Practice & Regulatory Update for Financial Advisors – Q2 2025 (QAS)
Course5.5 NASBA QAS Credits (Finance) • 4.0 CFP CE Credits (Professional Conduct and Regulation) • 5.0 IRS Credits (Federal Taxation)
$159
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All Courses, NASBA Certified, Self Study (QAS)
Exploring Client Advisory Services – Business Income Tax Basics (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29